Zoho CRM - webhook limit
Hi, where to find information about total webhook notifications used this day? Something like ZohoCRM API Calls (e.g. 123/4500)? Best regards
Save Button Settings In CRM Functions To Avoid Going Back To The Main Functions Page
Hi, does anyone know if it's possible to change the settings of the save button when writing a function in CRM so that it just saves and doesn't go back to the main Functions screen? Its driving me crazy. My function doesn't appear on the first few in
Write in the Voice Recording field in the calls module via API
Hello, The Voice Recording field in the calls module is a nice little improvement but it would be far more practical if it was possible to populate it via API rather than manually. Thx for considering it !
Zoho Projects Calendar Integration with Zoho CRM
My company uses Zoho CRM as their main centralized calendar. We also use Zoho Projects to manage our projects. However, it doesn't appear that the calendar on Projects does not integrate with Zoho CRM (although I can integrate Projects with the CRM).
(Cancelled) UK In-person Zoho User Group (ZUG) Meetups - Learn, share and discuss all things Zoho
Hi there, Hope you all are well. We're thrilled to announce the next series of in-person Zoho User Group (ZUG) meetups in the UK. Following the success of our first leg of meetups in 2024, where Zoho experts had the opportunity of engaging with users.
Deduplicate Accounts in Bulk
I have a number of account record duplications in my Accounts module. The built-in deduplication is one by one and tedious, definitely not built for scale. I do understand the challenges in just doing this in bulk, but I'm hoping there's a faster way.
Get Records Request Pagination problem with Notes - TOKEN_BOUND_DATA_MISMATCH
My first get request for the Notes table works fine, but when I grab the "next_page_token" from the first Json response and pass it in my request for the second page as "page_token", I get the following error: { "code": "TOKEN_BOUND_DATA_MISMATCH", "details":
Setup an automation for Membership start date and end date
I am looking to create an automation or work flow that if a membership start date exists , it should automatically set an end date for after 16 weeks ,but send a reminder to me on Slack at week 14 , to talk to a client. It would be great if someone can
Emails Settings Under Company
I would like the emails to and from the contacts associated with this company. However under Modules there is a default emails module that auto populates with settings that do not allow us to view all. The settings are defaulted and uneditable. The first
Deluge function failing field update using Deal ID
I'm receiving this error with my function and cannot understand why. Value given for the variable 'id' does not match its type at Line Number: 1 This is my function. Essentially I want to get 2 date fields from a Deal record and populate a third field
Issue with developing CRM widget
Hi all, I'm experiencing an issue with Zoho CRM widget development for our customer. The following occuers: Every account in CRM has multiple underlying modules with data. For a dashboard I want to load this data with a search query on de JS SDK. Example
サブフォームを他のタブで参照できないのをなんとかできますか？
私はコワーキングスペースを経営しており、顧客管理をzohoを使っています。 質問したいのは、どのように人に対するプランを紐付けすれば良いか、です。 朝プラン、昼プラン、夜プラン、深夜プラン、土日祝プラン、他にもオプションがいくつか用意しており、 顧客は「夜と土日祝」など、複数のプランを選択されます。 いくつ選択されるかわからないので、商談タブの中でサブフォームを使って管理するのがいいとは思うのですが、 ①連絡先タブで顧客一覧を見る時に、どのプランに入られているか、詳細を表示させたい（レポート機能を使わずに可能かどうか）
I receive the email but they don't...
Here is a workflow in CRM : - when a deal is closed in the compliance pipeline then - send an email to my mates and me
Error from JustCall API
Hi Everyone I am attempting to use the JustCall API to send messages. I have the following that I am sending to the API: message_Map = Map(); message_Map.put("body","testing message"); message_Map.put("justcall_number","+61483942873"); message_Map.put("contact_number","+61413152929");
Is it possible to integrate issabel PBX with Zoho one CRM?
Is it possible to integrate issabel PBX with Zoho one CRM?
Dashboard Report for Leads/Deals without Activities
We're trying to create a user-facing dashboard view that indicates counts of Leads and Deals missing activities. The idea is to identify Leads and Deals that have no calls in their activity history. Leads and Deals both have 'Untouched' filter parameters
Meetings: "Related to" entity types
Hello! When adding a new meeting you can specify a "related to" property. The dropdown contains "None" "Lead" "Contact" and "Others". When you select "Others" a new field appears that allows you to select Account, Product etc... We rarely link Leads or
Email Tracking and Templates from inside Gmail
Is there a way to track email opens on emails sent directly from gmail? Also, is there a way to make email templates accessible in gmail when composing an email? We used to use Hubspot Sales and it had both of these features. My reps prefer sending emails
Custom token persistence - Python SDK
Hallo, Python-SDK version 6.0 https://github.com/zoho/zohocrm-python-sdk-6.0/blob/master/versions/5.0.0/README.md#custom-persistence How can I get can I get CustomStore token persistence to work? I have used FIleStore before with no issues, but I would
All Types of People should share one table. All types of Companies should share one table.
I want all PEOPLE in the same place. It's very inefficient for Leads to be separate from Contacts. They should all be contacts, with "Lead", "Friend", "Info Source", "Media Contact", and other custom person-types in a "Type" field. This is evidenced by
Zoho CRM Digest - February 2024
We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
getRecords - 200 records at a time limitation - how to handle this - looking for a source code example
Hi all, Just wondering if anyone has put together the 'buffering' logic, or looping logic, needed to deal with the limitation that you can only pull 200 CRM records via the API at a time...which is obviously an issue when you have more than 200 records in your CRM. Has anyone looked at this in detail, and written the deluge script to handle it? Anyone from Zoho volunteer a solution? I think it's tricky (or at least cumbersome) without a Repeat/Until type statement for even a traditional 'For Loop'.
Kiosk Studio limit in Zoho CRM Enterprise
Hi, We are using Zoho CRM Enterprise with 30 active users. We have created 5 Kiosks and hit the limit. Why limit is so low?
Multiple Users for Portals
Is there a way to set up Portals so there can be different 'users'. So they can have an Leads access that can only be accessed by one email login (sales team), but can still convert Leads to Deals so other people in the office with a different login can
Sub-Formula Not Showing Negatives
I have the attached budget tracker in a subform, and using the forumlar: Abs(0+${Builds.Total Estimates}-${Builds.Total Invoices}) or Abs(${Builds.Total Estimates}-${Builds.Total Invoices}) but it is not showing negatives as negatives. Is there a way
assigning leads to owner based on time of day
We would like to have all leads outside of business hours assigned to person 1. The rest should be assigned to person 2. Monday to Friday (day 2 to day 6): From 8:30 am to 7:30 pm: leads are assigned to user 4972398000074706001. From 7:30 pm to 8:30 am:
"why images available in zoho website builder is less size means below 50 kb"
"why images available in zoho website builder is less size means below 50 kb"
ZOHOCRMSDK-6.0 Token issue
Hi I get an error regarding tokens when want to retrieve a record. i have a class constructor which contains this : new SDKInitializer.Builder() .Environment(environment) .Token(token) .Store(tokenstore) .SDKConfig(config) .ResourcePath(resourcePath)
I need a solution with timesheets
I am currently a CRM Plus user. I run a staff augmentation business model whereby I hire a contractor and place them at a client location. That contractor needs to create weekly timesheets that, when submitted, route to a client approver for approval.
Looking for Reliable SMS add-on to Zoho CRM
Hi there - I have been using SMS-Magic but find it to be quite unreliable. Has anyone had a good experience with any other SMS add-ons for Zoho CRM? Thanks!!
Create Api / Deluge Task to add option to a multi select field
Currently, there are limitations with multi-select lookup, you can not use it in subform for example. As a workaround we have to use a multi-select field. However, any new options have to be manually added to the field which is not optimum. It would be
There some FHIR library for Zoho CRM?
Hi People I would like to know if there is some library or deluge instructions FHIR ?, i need to programming some functionalities with this. Thanks in advance
Using variables in the filter look up option
Instead of text, I want to insert a variable in the filter lookup field option under module settings. I have attached a picture to demonstrate the setting I am referencing. Use Case: I want to filter records shown to the customer by the contact id variable
how to add a custom button to zoho crm ?
how to add a custom button that when I click on it , i can open a form that includes custom fields that when one of our team add information to custom fields he can call an api that i add in the backend to zoho crm to be able to call a 3rd party api to
Help request for a deluge script that checks for incoming email from a contact.
Hello, I would like to please request a script for my Enterprise edition CRM. It is really a simple script; but it needs a little bit of an introduction. So first let me describe what I am trying to accomplish, and then I will describe what I would like
CRM - Leads vs. Contacts
Will someone who is using CRM now please comment on the practicality of using both leads and contacts. I am assuming that "leads" are the original people contacted and "contacts" are all the other people involved in the sales cycle. The descriptions are not incredibly clear. What is the suggested hierarchy for setting up the CRM to start with? Thank you!
Leads vs. Contacts - where would you start?
New to Zoho. New start-up company. New everything. We pulled data (accounts & contact records) from multiple sources to begin prospecting. Should we import the data as Contacts or as Leads? If the answer is Leads, I have already imported as Contacts,
Edit Created time
Hi, I need to edit the "created time" field from the lead module. How can i do this ? Thanks
Associating ALL emails without having to manually associate with Gmail add-on
We are new to Zoho and I'm not having any luck searching for an answer. I am able to associate individual emails manually using our Gmail add-on. Is there a way to automatically associate the emails to contacts? I have a chain of emails with a client,
Importing Account Numbers to Pre-Existing acocunts
Good day, I was wondering if you could help me with something that I tried to do but failed misserably. We have accounts on our system that did not have any Account numbers assigned to them. After our company has grown we now have use for these company
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